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Team Colours - CRM Case Study

Lucy Carter
Sales Director

Team Colours
Sales & manufacture of bespoke sports clothing and accessories

'We're more organised than ever and feel we can now scale the business - a great investment'

Our Case Studies

This case study focuses on how ClickHQ and Click Innovation have solved real business issues. In reality, every ClickHQ client not only receives and uses the functionality which solves their immediate problems, but makes use of the wealth of features ClickHQ offers. It improves efficient across the business and quickly becomes a central hub of data and activity for the organisation. Please be sure to read about the other features ClickHQ offers and get in touch with any questions.

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Busienss Challenge

Team Colours are a retailer and manufacturer of sports clothing, footwear and accessories. Team Colours approached Click Innovation with a rather unusual problem, they had too many leads. Team Colours were conscious of the fact that opportunities were being missed and sales representative’s days were being wasted on menial tasks.

Team Colours already had a successful website that ranked well on Google, however it needed modernising to keep up with the volume of interest it was generating. The website was not dynamic; thousands of products had been entered into the site manually, page by page. It also had no facility to produce instant quotations and allow customers to order online.

Team Colours had a full time web developer in-house and wanted to utilise his skills as much as possible.

Team Colours needed to give themselves some structure by define their internal sales and production processes. They needed to avoid manually writing down customer details and order running the risk of wasted time and money by causing inevitable errors.

Team Colours needed a solution that would:

  • Encourage as many clients to order their good online
  • Accept quotes online
  • Automatically manage customer details and store a single record of all activity for each customer
  • Help them manage their sales process making sure every lead is followed up on efficiently
  • Allow them to improve their customer service by giving instant responses from an electronic system
  • Integrate seamlessly with a website that they would develop in-house
  • Provide a single platform to manage all orders via the website or otherwise

Our Solution

ClickHQ gives Team Colours the structure they require, they have well defined processes in place for handling new enquiries and any orders they place. The process management system in ClickHQ lets Team Colours see exactly what stage each enquiry is at, ensuring nothing gets missed.

The sales manager can see exactly how many prospective customers are at each stage of the process, and how long the opportunity has being waiting at any given stage. For example, the process contains a quoting stage; any opportunities waiting for a quote to be delivered will be waiting here. This provides the sales team with an accurate list of each prospect waiting for a quote and the sales manage with a measure of the sales team productivity and performance.

Team Colours internal web development was responsible for the entire Team Colours website, it seamlessly integrates with ClickHQ so that customers details, prices, product information and pictures, quotes, orders and payment can all be instantly synchronised with ClickHQ. This is done by connecting to well documented and secure ClickHQ API, which can be used by anyone with basic web development experience.

ClickHQ produces all the client invoices automatically based on the order information. Invoices are delivered to customers by email and logged against the contacts account in ClickHQ. As customers make payment, these payments are also stored against the contacts account creating a historical account ledger. This information combined can then be exported directly into Sage along with all required customer fields, saving a huge amount of time and avoiding any double entry.

ClickHQ and all its features help Team Colours efficiently deal with over 600 new leads a week as well as maintaining relationships with existing customers. It provides an end-to-end system which they can all access, share information and work as a team.

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